See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,070 | $158,398-70.3% | $126,539-62.8% | $142,382-66.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 2.93% | 593.76%-590.8pp | 425.95%-423.0pp | 217.08%-214.1pp |
| Employer contribution / active EE | $818 | $4,650-82.4% | $3,674-77.7% | $4,299-81.0% |
| Participant deferral / active EE | $2,060 | $4,767-56.8% | $4,083-49.5% | $6,507-68.3% |
| Admin fee / account holder | $499 | $6,918-92.8% | $6,065-91.8% | $12,624-96.1% |